2 Market Street
South Burlington, Vermont 05403
Tel: 802-660-7086
PATHWAY FINANCIAL ADVISORS, LLC, formally registered with the SEC as PATHWAY FINANCIAL ADVISORS, LLC. The firm was established in 08/15/2005. They have over 2 offices throughout the country.
PATHWAY FINANCIAL ADVISORS, LLC is a South Burlington, Vermont based Financial Planning firm with nearly $782,973,506 assets under management, offering retirement planning & investment advisory services to 912 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 124801 |
SEC# | 801-64598 |
Assets Managed by Firm | $782,973,506 |
No. of Clients | 912 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 912 | $782,973,506 |
Individuals (other than high net worth individuals) | 68 | $36,296,064 |
High net worth individuals | 132 | $714,160,797 |
Pension and profit sharing plans | Fewer than 5 clients | $32,516,645 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$35,941,367,795 | 8 | 43 | |
$17,319,756,035 | 119 | 42 | |
$3,688,455,226 | 1684 | 37 | |
$2,124,751,345 | 11558 | 450 | |
$1,723,412,484 | 2649 | 23 |
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